Recent Discussions

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patrick diment
Hi! Our organisation uses the prospect plan participants area to include people who may not be prospects ...
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Hi Patrick,

You can use a user defined smart query definition to create a selection from one query view and define ...

Kristi Kolpanen
Has anyone had success pulling Blackbaud CRM Registration Package registration options into a BBIS ...
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Lorraine Ollson
How do other organizations using BBCRM manage changing the primary email address flag when the email address ...
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Moving this to the Blackbaud CRM community for better visibility.

Paul Mehta
Hi. Does anybody know where I might get a hold of the list of supported PAF suppliers, for Blackbaud CRM in the UK, ...
Kathy Dean
Can anyone share the solution that they implemented to delete and archive files that has already been imported?
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If you are hosted, they are imported and stored on an FTP site. Put in a support ticket, get access to the FTP site and ...

Pamela Hassler
We are evaluating using OCR to process our remittance devices. One requirements is that we provide a check digit on ...
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Dear Pamela,

All our Finder Numbers have check digits. I wasn't even aware (or had forgotten) that you could have a ...

Karen MacNeil
Hi All, I am working on adding a powerbi report /dashboard in BBCRM and I have created the page a, fsection in BBBCRM ...
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Hi Karen, is the link not opening up to PowerBI or is the powerBI report embedded within CRM page? Can you provide ...

Rick Root
We have a lot of segments that get refreshed multiple times per day sometimes. Segments commonly used in universes ...
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Shannon LeeRutherford
I'm trying to create a User that can see everything but not edit anything, but not finding enough information (or ...
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Hi Shannon, I have attached a view only role .xml file for import that is typically used for conversion validation ...

Faye Maddox
Does anyone know if there is a tutorial to view on how to create “visits” within the Engagement Management Product?
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Blog Posts

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A Recap About List-unsubscribe 8399

We have had a few enquiries around the list-unsubscribe header functionality recently and wanted to remind you what it does and how it benefits your organization.

Times, They Are A Changing……..Are You? 8346

In a world where significant change is a constant, social good organizations need to be ready to pivot and adapt to stay relevant and grow their supporter base. Read our new blog on the impact Peer-to-Peer fundraising's human element could have your organisation.

UPDATED - Blackbaud Internet Solutions Service Pack 31 Password Security Update Preview And Actions 8355

In Service Pack 29 we improved the Password Reset experience for users by implementing a self-service password reset capability accessible from the User Login and Change User ID/Password parts. Web site users are no longer redirected to the Login.aspx screen for reset process and the experience remains consistent. We made the User Account linked ...

Reminder of Blackbaud Internet Solutions Advanced Donation Form Checkout Workflow Improvement 8354

We wanted to remind clients that in Service Pack 25, Blackbaud Internet Solutions Advanced Donation Form utilizes the new optimized workflow for Blackbaud Checkout. This update included a configurable transaction processing message and a robust transaction repair process. Please refer to CRM 4.0 Service Pack 25 Release Notes for more detail. We ...